{"podcast":{"title":"The Perfect RIA","slug":"the-perfect-ria-537160","podcast_index_feed_id":537160,"rss_url":"https://theperfectpractice.libsyn.com/rss","website_url":"https://theperfectria.com/podcast","image_url":"https://static.libsyn.com/p/assets/6/e/a/9/6ea9d7d393006edfbafc7308ab683e82/TPR_New_Artwork-min.png","author":"Matthew Jarvis & Micah Shilanski","episode_count":917,"summary":"Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.","last_synced_at":"2026-07-06T14:20:19.511356+00:00","page_url":"https://stenobird.com/podcast/the-perfect-ria-537160"},"episode":{"title":"Navigating Investment Risks with Confidence [Episode 350]","slug":"navigating-investment-risks-with-confidence-episode-350","published_at":"2026-04-20T07:00:00+00:00","page_url":"https://stenobird.com/podcast/the-perfect-ria-537160/navigating-investment-risks-with-confidence-episode-350","show_page_url":"https://stenobird.com/podcast/the-perfect-ria-537160","url":"https://theperfectpractice.libsyn.com/navigating-investment-risks-with-confidence-episode-350","audio_url":"https://traffic.libsyn.com/secure/theperfectpractice/TPR_mon_04.20.26_Audio__Export.mp3?dest-id=674705","summary":"In this episode, Micah Shilanski and Matthew Jarvis discuss various tax strategies, investment risks, and the importance of understanding financial advice. They emphasize the need for clear communication with clients, the role of AI in finance, and the significance of evaluating investment opportunities carefully. The conversation also highlights the importance of guiding clients through their financial decisions and establishing firm investment rules to protect against potential losses. Navigating Investment Risks with Confidence [Episode 350] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs","meta_description":"In this episode, Micah Shilanski and Matthew Jarvis discuss various tax strategies, investment risks, and the importance of understanding financial advice…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1526,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-perfect-ria-537160/episodes/navigating-investment-risks-with-confidence-episode-350/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-perfect-ria-537160/navigating-investment-risks-with-confidence-episode-350.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}